Paris, I0CIK 20212424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
150 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 699.0K | $130.44M | 7.7% | −22.7K | Reduced |
| 2 | Microsoft Corp | 230.2K | $111.64M | 6.6% | −5.2K | Reduced |
| 3 | Amazon Com Inc | 286.2K | $66.22M | 3.9% | −16.7K | Reduced |
| 4 | Broadcom Inc |
| 138.3K |
| $48.14M |
| 2.9% |
| 0 |
| Held |
| 5 | Jpmorgan Chase & Co. | 139.2K | $44.81M | 2.7% | +3.7K | Added |
| 6 | Cisco Sys Inc | 478.7K | $36.87M | 2.2% | +24.5K | Added |
| 7 | Applied Matls Inc | 110.4K | $28.56M | 1.7% | −2.8K | Reduced |
| 8 | Micron Technology Inc | 94.0K | $27.37M | 1.6% | 0 | Held |
| 9 | Johnson & Johnson | 129.6K | $26.69M | 1.6% | −12.5K | Reduced |
| 10 | Toronto Dominion Bk Ont | 274.6K | $25.92M | 1.5% | 0 | Held |
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